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Scott Phillips

Scott Phillips

Senior Vice President at Capital Advisors Inc/ok

Rancho Santa Fe, CA , United States

About

Scott Phillips is a Senior Vice President at Capital Advisors Inc/OK, based in Rancho Santa Fe, CA, where he leads client relationship management and investment strategy development for high-net-worth individuals and institutional clients. In his role, he focuses on tailored investment solutions and holistic wealth management, leveraging a rigorous, client-centric approach.

Throughout his career, Scott has specialized in sectors including senior living real estate, private equity, and alternative investments, most notably serving as Co-Founder and Senior Vice President at Senior Living Fund California since 2016. He previously founded Pacifica Capital, directing capital raising and acquisition activities in real estate and private markets before joining Capital Advisors.

Scott earned a Bachelor of Arts in Economics from the University of California, Los Angeles, providing him with strong analytical and financial expertise. He is recognized for his strategic leadership in senior housing and alternative asset sectors, enabling clients to navigate complex investment landscapes and achieve long-term growth objectives.

Career History

OrganizationRoleDate RangeDetails
SLF Capital AdvisorsSenior Vice PresidentOct 2018 to Present
Senior Living Fund CaliforniaCo Founder, Senior Vice PresidentJan 2016 to Present
Pacifica CapitalFounder, PrincipalUnknown to Jan 2015
Sonnenblick-GoldmanVice PresidentJan 1986 to Jan 1989
Bear Stearns & Co.AnalystJan 1982 to Jan 1985

Education

University of California, Los Angeles

Bachelor of Arts, Economics

1978 1981

Agoura High School

1972 1976

Others at Capital Advisors Inc/ok (24)

NameRoleLocation
Ari May
Ari May
PartnerNew York, NY , United States
C
Christopher Jones
PrincipalUnited States
E
Eduardo Barco
Founding Partner and OwnerMiami, FL , United States
E
Eric Cannon
Managing PartnerFrisco, TX , United States
Geoffrey Abbott
Geoffrey Abbott
PresidentNew York, NY , United States
J
Joseph Maly
Managing PartnerSan Francisco, CA , United States
Lori Smith
Lori Smith
Chief Financial Officer and Managing DirectorTulsa, OK , United States
Ryan Jason Roques
Ryan Jason Roques
PresidentPerris, CA , United States
T
Thomas Liversage
Senior Vice PresidentTulsa, OK , United States
A
Andy Brown
PresidentTulsa, OK , United States
Showing 1-10 of 24 team members

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